In this follow-on to his earlier analysis, David Leitch argues that as large-scale batteries enter the NSW market, it’s lost volumes rather than lower prices that could slash coal generators’ spot profits by 30 to 40%.
This latest instalment of our annual review into solar and wind farm curtailment across the NEM, looks at outcomes in 2025 and highlights increasingly divergent results by region and by asset as network constraints, pricing dynamics and seasonal weather conditions interact.
This article by Ryan Powell and Nadali Mahmoudi examines how major southern NSW transmission upgrades — particularly HumeLink — are expected to reshape network congestion, and what that means for the operation of Snowy 2.0 once it comes online.
This article by Endgame Analytics explains why average or median forecasts are becoming increasingly inadequate, using multi-year weather and supply stress testing to expose the true distribution of outcomes, risks, and reliability challenges in a high-renewables power system.
Mitch O'Neill examines how data centres have rapidly replaced hydrogen in planning models as the dominant new source of electricity demand, and what their power density and locational constraints may mean for the grid.
It seemed that it might be worth documenting a +460MW jump in ‘Market Demand’ in NSW on Saturday afternoon to 13:10 (NEM time) on 20th December 2025.
The minimum reserve available is projected to be 664 MW between 16:00 and 17:00.
In the last few minutes the AEMO have issued a market notice signalling its intention to commence RERT negotiations for the NSW region during this evening’s predicted period of supply-demand tightness.
One factor in the forecast LOR3 we're currently seeing for NSW on Thursday evening 18th December 2025 is that 4 of 12 coal units in NSW are offline (and another has a story).
At the 05:50 dispatch interval NEM time on Thursday 18th December 2025, the AEMO is forecasting LOR3 (i.e. load shedding) for NSW this evening.
A quick look at the data from our frequency logger yesterday, showing the changes in frequency during the period of market volatility.
A quick snapshot of regional prices, where the spot price in NSW hit the MPC at 11:00am NEM time.
A brief but unexpected spike to the market cap in NSW in middle of today has prompted a closer look at the rapid demand jump, counter-price flows and binding constraints that shaped the outcome.
A short article looking at the NSW region in early afternoon Wednesday 22nd October 2025.
A quick note, on Monday morning 20th October 2025, showing the re-emergence of price forecasts up near the Market Price Cap for a 90-120 minute period this afternoon/evening.
Following a series of Market Notices from AEMO with respect to forecast LORx conditions for NSW next Wednesday 22nd October 2025, we take a first look.
With the need for an early morning direction flagged for NSW on Thursday 25th September 2025, we take a quick look back 4 weeks ago (to Thursday 28th August 2025) when it happened.
Worth calling out MN129729 published on Wednesday 24th September 2025 at 14:29 about possible early-morning intervention in NSW for System Strength reasons
AEMO has flagged a 'High Impact Outage' on the Dapto–Kangaroo Valley line this Sunday, warning of reduced VIC–NSW transfer capacity.
For nearly a decade, we’ve published annual reviews of Q2 prices to highlight the growing volatility during this period. Here’s our latest edition, examining how Q2 2025 compared.